Ferguson Enterprises (FERG) Insider T. Sells $53K of Stock

On October 15, 2026, Graham Ian T., Chief Legal Officer and Corporate Secretary at Ferguson Enterprises Inc. (NYSE: FERG), sold 238 shares for $53,431. The shares were sold at a price of $224.50 each in a planned transaction.

Inside Graham Ian T.'s Trade

Graham Ian T. executed his sale on the same day as another insider, Robert Camposano Jr., who sold 185 shares. Camposano's shares were also sold at $224.50 each, totaling $41,532. This indicates a pattern of insider selling at Ferguson, with these transactions occurring just ahead of the company's upcoming earnings report.

Other Institutional Activity in Ferguson Enterprises

Ferguson's institutional landscape shows some recent activity. BlackRock Inc. reduced its holdings by 157,226 shares, ending with 11,489,134 shares valued at about $2.66 billion. Vanguard Portfolio Management LLC also trimmed its position, selling 24,740 shares to hold a total of 9,138,286 shares worth roughly $2.12 billion. Meanwhile, Jupiter Topco LLC grew its stake significantly, adding 3,769,308 shares for a total of 7,538,616 shares valued at about $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

The stock recently traded around $233.19 as of October 16, 2026, which places it above its 50-day moving average of $228.95 but below its 200-day average of $237.53. It is also 14.2% below its 52-week high of $271.64, indicating some challenges in reaching past highs while remaining above its 52-week low of $212.13.

Recent Earnings

Ferguson Enterprises reported trailing twelve-month revenue of $31.45 billion and an EPS of $10.16. The company has a revenue growth rate of 4.6% year-over-year and a net margin of 6.3%. The next earnings report is scheduled for November 9, 2026, which could provide more insight into its financial health.

Dividend

Ferguson Enterprises pays an annual dividend rate of $3.56, yielding approximately 1.56%. The payout ratio stands at 33.6%, showing a balanced approach to returning capital to shareholders while maintaining growth.

Insider Buying and Selling at Ferguson Enterprises Inc.

In addition to Graham Ian T.'s sale, on October 15, 2026, Robert Camposano Jr. sold 185 shares for $41,532, while CEO Kevin Murphy sold 1,776 shares, also at $224.50, totaling $398,712. All these transactions were planned under Rule 10b5-1 arrangements.

Analysts Set New Price Targets

Analysts have maintained a positive outlook on Ferguson Enterprises. On August 11, 2026, several firms reaffirmed their ratings, including Bernstein, which has an 'Outperform' rating with a price target of $325. RBC Capital also maintains an 'Outperform' rating with a target of $290. The consensus suggests a strong belief in Ferguson's future performance, with a mean price target of $283.45 across 22 analyst opinions.

About Ferguson Enterprises

Ferguson Enterprises Inc. distributes essential water and air solutions in the U.S. and Canada, focusing on plumbing, HVAC, and other related products. The company plays a crucial role in the industrial distribution sector, making its performance closely watched by investors and analysts alike.

Bottom Line

Graham Ian T.'s recent sale adds to a series of insider transactions at Ferguson, which could indicate strategic moves ahead of earnings. Investors should pay attention to the upcoming earnings report on November 9, 2026, for further insights into the company's performance.